Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.3M
- Life$834K
- Short-term disability$834K
- Long-term disability$834K
- Other$834K
- Dental$373K
- +1 more
Filings through .
Top hat
Sanctuary Wealth Group, LLC
EIN 47-2336833financial servicesLatest filing 2025
Plans
2
Retirement
1
$23.1M assets
Health & Benefits
1
$7.6M premiums
Participants
781
3815 RIVER CROSSING PKWY, SUITE 200 - INDIANAPOLIS, IN 462407758317-633-1747sanctuarywealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $7.6M premiums / 824 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SANCTUARY WEALTH GROUP, LLC 401(K) RETIREMENT PLAN
401(k)
Assets$23.1M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN
Fully insured - ANTHEM INSURANCE COMPANIES, INC
Premiums$7.6M
Covered lives824
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SANCTUARY WEALTH GROUP, LLC 401(K) RETIREMENT PLAN | 401(k) | $23.1M | 196 | 2025 |
- #002 · 401(k) · 2025196
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SANCTUARY WEALTH GROUP WELFARE BENEFIT PLAN | Fully insured | ANTHEM INSURANCE COMPANIES, INC | $7.6M | 824 | 2025 |
- #502 · Fully insured · ANTHEM INSURANCE COMPANIES, INC · 2025824
Retirement plans
Health & Benefits plans